Project Based Businesses

Dealer Management

The Velosio Dealer Management Solution is the world’s first DMS architected for the cloud, built on NetSuite’s state-of-the-art ERP platform and designed to streamline business processes across financial management, sales, service, parts, CRM and reporting.

Blog

Careers

We work hard and our efforts pay off – our industry accolades, 99% success rate and 97% client retention rate are proof of our hard work, dedication and commitment to excellence. At Velosio, we set goals, challenge ourselves, and drive each employee’s success.

What the Heck is Microsoft Dynamics 365 for Project Service Automation?

One of the most common questions we’ve heard from professional services companies lately is: What the heck is Microsoft Dynamics 365 for Project Service Automation (PSA)?

Microsoft Dynamics 365 for Project Service Automation is a Microsoft Dynamics 365 for Sales (CRM) solution. It helps professional services companies run their business more productively by bringing people, processes, and automation technology together through a unified experience. PSA is a powerful addition to Dynamics 365 that enables project management capabilities in Dynamics 365.

I guess the first pertinent question might be, why do I need PSA? After all, we already have Microsoft Project which is an advanced project management tool! Microsoft Project is a great tool for project managers and in some circumstances, might be the only tool you need, Microsoft Dynamics 365 PSA won’t be for everyone! But you will find that Microsoft Dynamics 365 PSA has a slightly different focus, it is not “just” about project management. It is more focused on the engagement with the customer. By this I mean it covers the full life cycle of the project right from initial estimate to completion.

Velosio has partnered with hundreds of professional services clients to help them utilize technology solutions that lower costs, improve visibility and enable efficient allocation of resources. Our solutions for project-driven firms are:

All three products are based upon common data services, and interact seamlessly together, and with Microsoft Dynamics 365. Progressus and AXIO run on the back-office ERP side of the business, while Microsoft Dynamics 365 PSA is on the front-office CRM side of the business.

Interested in learning which solution is right for your company? Start a discussion with one of our business technology experts today. Contact us for a free evaluation.

Best Regards

Eric

About Eric Forgo

Eric serves as the Director of Business Intelligence and CRM for Velosio He is responsible for developing and driving innovative solutions, overseeing related services and ensuring Velosio customers derive maximum business value from their technology investments.

Eric has spent more than 20 years in the Microsoft ecosystem, holding executive positions with leading ISVs and consulting firms where he led teams in the deployment of Microsoft ERP and CRM. In addition to his technology background, Eric spent the early part of his career in financial management. He is a CPA with a BS in Accounting from the University of Connecticut and an MBA from Boston University with a concentration in Finance.

[…] large professional services companies with complex requirements. And, we’ve written about Dynamics 365 PSA for companies less focused on project accounting and more reliant on up-front WBS (work breakdown […]